Thomas
356 posts



From a policy perspective, this is the part of the housing slowdown many people still don’t want to confront. Mortgage rates have been cut aggressively. Supply is normalizing. Competition is down. And yet buyers are still walking away and sitting on the sidelines. Why? Because sentiment is broken. Markets don’t recover on math alone. They recover when people believe the downside is over. This is why the past rate cuts didn’t ignite prices the way realtors promised they would. Lower rates don’t matter if buyers believe waiting is still the winning strategy. And so far, waiting has paid. Wait six months and you got a better deal. Wait a year and you got an even better one. There has been no reward for urgency. Until that flips, rate cuts won’t restart demand. This is exactly what we saw during the 1990s housing debt downturn. Prices didn’t recover when rates fell. They recovered when expectations changed. 📎 @danielfoch . Full YouTube video linked below





JUST IN: Strategy Vice President and CFO Andrew Kang has sold $20,000,000 worth of $MSTR stock so far this month.






















